Delek U.S. shares rally 6% after fire at Delta-owned jet fuel refinery

The Motley Fool··Read original
2▲1 ▼1Impact / 5
Summary · why it matters

Shares of Delek U.S. rallied 6% on Thursday after a fire broke out at the Trainer refinery in Pennsylvania, which is owned by Monroe Energy, a wholly owned subsidiary of Delta Air Lines. The Trainer facility is a key supplier of jet fuel, and its potential downtime could tighten supply and boost margins for competing refiners like Delek, which derives a high percentage of its revenue from jet fuel. Delek also holds a 63% stake in Delek Logistics Partners, valued at about $1.7 billion, representing 58% of Delek's market capitalization. The company had already seen elevated profits this year due to global supply disruptions from conflicts involving Iran and Russia.

Impact on assets 6

Energy▲ · 2 stocks
Delek US Energy Inc
DK
▲ PositiveSupplyrelevance

Fire at competing refinery could tighten jet fuel supply, boosting margins for Delek U.S. which derives high revenue from jet fuel.

Industrials▼ · 1 stocks
Delta Air Lines Inc
DAL
▼ NegativeSupplyrelevance

Fire at Delta-owned Trainer refinery could disrupt jet fuel supply, increasing costs or reducing margins for Delta.

Artificial Intelligence▲ · 1 stocks
Others▲ · 2 stocks
© 2026 MarketIVNews